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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,869 | $72,465-94.7% | $67,575-94.3% | $145,884-97.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7222.56%-7222.6pp | 3528.98%-3529.0pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,451 | $3,074-52.8% | $2,736-47.0% | $4,662-68.9% |
| Participant deferral / active EE | $4,567 | $4,786-4.6% | $4,003+14.1% | $6,690-31.7% |
| Admin fee / account holder | $583 | $5,515-89.4% | $3,993-85.4% | $13,392-95.6% |